A Beginner's Guide to Business Process Automation with ProcessMaker 3.1
A Beginner's Guide to Business Process Automation with ProcessMaker 3.1
About the Book
A Beginner's Guide to Business Process Automation with ProcessMaker is a practical hands-on guide that helps you get started with the leading open source Workflow and Business Process Management solution - ProcessMaker. In this guide we explore what BPM is and its benefits to your business or organisation and then walk you through setting up ProcessMaker on your system. Together, we will model and build a complete business process for requesting, approving and reporting expenses. In the course of building the process, you will learn about
- The Workflow Designer for modelling business processes using BPMN 2.0
- The Dynaform Designer for creating responsive HTML forms
- Input and Output documents for capturing supporting documents for your business processes and generating standardised documents from the data captured in a process
- Triggers for implementing custom business logic and extending ProcessMaker functionality
- Sending Email notifications and adding comments to cases
- Building complex routing rules
- Managing users and their permissions
- Deploying ProcessMaker to a cloud server
- Configuring and using the ProcessMaker mobile app
- ... and so much more
About the Author
Reader Testimonials
Brian S. Reale
Co-Founder ProcessMaker
I have personally had the chance to work with Dipo over several years, and I have always been extremely impressed by both his technical knowledge and his business acumen. I believe that to be able to write a truly useful guide to ProcessMaker and BPM, a writer must have knowledge in both areas. Dipo has just that. Dipo’s years of working in banking and other industries have given him deep first hand experience implementing real processes for real businesses.
Table of Contents
- Introduction
- Dedication
- Foreword
- Reviews and Feedback
-
An Introduction to Workflow and Business Process Management
- What is a Workflow?
- What is a Business Process?
- What is BPM?
- What is ProcessMaker?
-
Getting Started with ProcessMaker
- Installation Steps
- The Bitnami Application Manager
- Exploring ProcessMaker Interface
- ProcessMaker Concepts
-
The ProcessMaker Workflow Designer
- Process List Actions
- Process List Columns
- Process Designer
-
Modelling a Process
- Create a New Process
- Add Tasks to the Process
- Connecting Tasks in the Process
-
Making The Process Comprehensible
- Shapes Toolbox Continued
- Tying It All Together
- Complete the Process Model
-
Building the Process
- Variables
- Create the variables
- Dynaforms
-
The Responsive Dynaform Designer
- Dynaform Title
- Dynaform Designer Menu
- Dynaform Control and Properties Panel
- Dynaform Container
-
Dynaform Web Controls
- Creating Variables from the Dynaform Designer
- Textbox
- Textarea
- Dropdown
- Checkbox
- Checkgroup
- Radio
- Datetime
- Repositioning a row
- Suggest
- Dividing a row
- Hidden
- Title and Subtitle
- Label
- Link
- Image
- File
- Multiple File Uploader
- Submit and Button
- Grid
- Panel
- Subform
-
Adding Forms to the Process
- Building the Form
- Adding Comments to the Form
- Debugging Errors in JavaScript
- Cloning the Form
- Adding Approval Functionality
- Another Variant of the form
- Assigning a form to a task
-
Administering Users in ProcessMaker
- Users
- Groups
- Departments
- Roles
- Authentication Sources
- User Experience
-
Assigning Users to Tasks in a Process
- Assigning Users and Groups
- Cyclical Assignment
- Manual Assignment
- Comparing Cyclical, Manual and Value Based Assignment
- Value Based Assignment
- Reports To
- Self Service
- Self Service Value Based Assignment
-
Triggers
- Trigger Timing
- Case and System Variables
- Creating Triggers
- Testing the Triggers
- Debugging Triggers
-
Input and Output Documents
- Input Documents
- Output Documents
-
Completing the Process
- Building the Additional Forms
- Assign the Forms to Tasks
- Define Routing Rule
- Configure Assignment Rules
- Set up Receipt Upload
- Generate the Expense Report
- Add some triggers
- Test the Changes
-
Enhancing the Process
- Case Labels
- Email Notifications
- Pre-filling Form Fields with Triggers
- Setting Datetime Control Properties
- Dynaform logic in JavaScript
- Case Permissions and Case Notes
- Escalating Unclaimed Cases
- Testing the enhancements
-
Complex Routing with Gateways
- Exclusive (XOR) Gateway
- Parallel (AND) Gateway
- The Inclusive (OR) Gateway
- Default Flow
-
Admin Features
- Settings
- Plugins
- Logs
-
Going Mobile
- ProcessMaker Mobile Apps
- Deploying to Poduction
-
Installing ProcesMaker on a Cloud Server
- Getting a DigitalOcean Account
- Creating your Droplet (Virtual Private Server)
- Connecting to the Droplet
- Installing ProcessMaker
- Take a Snapshot
-
Deploying to Production
- Get a Free Domain Name
- Setup DNS
- Install SSL Certificate
- Deploying the Process
- Configuring the mobile app
- What Next?
The Leanpub 60-day 100% Happiness Guarantee
Within 60 days of purchase you can get a 100% refund on any Leanpub purchase, in two clicks.
See full terms
Do Well. Do Good.
Authors have earned$12,153,952writing, publishing and selling on Leanpub, earning 80% royalties while saving up to 25 million pounds of CO2 and up to 46,000 trees.
Learn more about writing on Leanpub
Free Updates. DRM Free.
If you buy a Leanpub book, you get free updates for as long as the author updates the book! Many authors use Leanpub to publish their books in-progress, while they are writing them. All readers get free updates, regardless of when they bought the book or how much they paid (including free).
Most Leanpub books are available in PDF (for computers) and EPUB (for phones, tablets and Kindle). The formats that a book includes are shown at the top right corner of this page.
Finally, Leanpub books don't have any DRM copy-protection nonsense, so you can easily read them on any supported device.
Learn more about Leanpub's ebook formats and where to read them
Top Books
- #1
Ansible for DevOps
Jeff GeerlingAnsible is a simple, but powerful, server and configuration management tool. Learn to use Ansible effectively, whether you manage one server—or thousands.
- #2
CCIE Service Provider Version 4 Written and Lab Exam Comprehensive Guide
Nicholas RussoThe service provider landscape has changed rapidly over the past several years. Networking vendors are continuing to propose new standards, techniques, and procedures for overcoming new challenges while concurrently reducing costs and delivering new services. Cisco has recently updated the CCIE Service Provider track to reflect these changes; this book represents the author's personal journey in achieving that certification.
- #3
CCIE SP v5.0
Łukasz Bromirski, Piotr Jablonski, and Nicholas RussoAre you striving to prepare to and pass CCIE SP lab exam? Take the opportunity and get this workbook! With the attached initial cfg files you will prepare yourself for the CCIE SP exam as well as learn SP technologies applicable to all kinds of today modern networks! This workbook covers blueprint topics and provides challenging examples.
- #4
Functional Programming Made Easier
Charles ScalfaniA Functional Programming book from beginner to advanced without skipping a single step along the way.
In my 40 years of programming, I've felt that programming books always let me down, especially Functional Programming books. So, I wrote the book I wish I had 5 years ago.
Functional Programming will never be easy, but it can be easier.
- #5
C++20 - The Complete Guide
Nicolai M. JosuttisAll new language and library features of C++20 (for those who know previous C++ versions).
The book presents all new language and library features of C++20. Learn how this impacts day-to-day programming, to benefit in practice, to combine new features, and to avoid all new traps.
Buy early, pay less, free updates.
Other books:
- #6
Windows 11 Field Guide
Rafael Rivera and Paul ThurrottThe Windows 11 Field Guide is a full-length e-book about the latest version of Microsoft Windows, aimed at those users who will upgrade from Windows 10 or acquire Windows 11 with a new PC.
- #7
Production Haskell
Matt ParsonsAre you excited about Haskell, but don't know where to begin? Are you thrilled by the technical advantages, but worried about the unknown pitfalls? This book has you covered.
- #8
The PowerShell Scripting and Toolmaking Book
Don Jones and Jeff HicksLearn the patterns, practices, and details of PowerShell Scripting and Toolmaking from the industry's two most recognized experts on the subject.
- #9
The Art of Functional Programming
Minh Quang Tran, PhDA master class on the fundamentals and principles of functional programming. It contains 20 programming challenges with detailed solutions and 44 quizzes with answers and explanations. Moreover, 84 diagrams graphically illustrate how concepts and techniques work. Two real-world use cases show how to apply functional programming in practice.
- #10
Jetpack Compose internals
Jorge CastilloJetpack Compose is the future of Android UI. Master how it works internally and become a more efficient developer with it. You'll also find it valuable if you are not an Android dev. This book provides all the details to understand how the Compose compiler & runtime work, and how to create a client library using them.
Top Bundles
- #1
CCIE Service Provider Ultimate Study Bundle
2 Books
Piotr Jablonski, Lukasz Bromirski, and Nick Russo have joined forces to deliver the only CCIE Service Provider training resource you'll ever need. This bundle contains a detailed and challenging collection of workbook labs, plus an extensively detailed technical reference guide. All of us have earned the CCIE Service Provider certification... - #2
1500 QUIZ COMMENTATI (3 libri)
3 Books
Tre libri dei QUIZ MMG Commentati al prezzo di DUE! I QUIZ dei concorsi ufficiali di Medicina Generale relativi agli anni: 2000-2001-2003-2012-2013-2014-2015-2016-2017-2018-2019-2020-2021 +100 inediti Raccolti in unico bundle per aiutarvi nello studio e nella preparazione al concorso. All'interno di ogni libro i quiz sono stati suddivisi per... - #3
Pattern-Oriented Memory Forensics and Malware Detection
2 Books
This training bundle for security engineers and researchers, malware and memory forensics analysts includes two accelerated training courses for Windows memory dump analysis using WinDbg. It is also useful for technical support and escalation engineers who analyze memory dumps from complex software environments and need to check for possible... - #5
Growing Agile: The Complete Coach's Guide
7 Books
Growing Agile: Coach's Guide Series This bundle provides a collection of training and workshop plans for a variety of agile topics. The series is aimed at agile coaches, trainers and ScrumMasters who often find themselves needing to help teams understand agile concepts. Each book in the series provides the plans, slides, handouts and activity... - #9
Statistics - All Lee Baker's Books
10 Books
This bundle includes all of the statistics books that Lee Baker has published at LeanPub 13 Statistics Books*1 PlaceNo Hassle! All in both epub and mobi formats - perfect for all devices and screen sizes. --------------------------------------------------------- *The book listed as Getting Started With Statistics is a bundle of 4 books...
